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Client Project Coordinator – Contractor
Location
California + 6 moreAll locations: California | Colorado | Illinois | New York | Massachusetts | Texas | Washington
Posted
60 days ago
Salary
$37 - $53 / hour
Seniority
Mid Level
Job Description
Client Project Coordinator – Contractor
Wheel
• Build comprehensive pre-meeting briefing documents for every enterprise client call, including account history, open items, health indicators, recent activity, and talking points • Prepare and distribute agendas, capture detailed meeting notes, and produce action item summaries with clear owners and due dates • Maintain and update shared client project trackers (Monday.com, Google Suite) before and after every client interaction so records are always current and accurate • Own the full follow-up loop on open Jira tickets tied to client requests—tracking status, surfacing blockers, escalating stalled items, and communicating ETAs back to the VP/AM. • Triage and route inbound client requests from Zendesk and email to the correct internal teams (Product, Engineering, Support, Billing), confirming receipt and tracking to resolution • Chase outstanding internal deliverables proactively, ensuring commitments made to enterprise clients are fulfilled on time • Serve as the connective tissue between the VP/AM and internal stakeholders, reducing friction and keeping initiatives moving • Maintain accurate, up-to-date records in Salesforce for all enterprise accounts: contact information, activity logs, opportunity stages, and renewal timelines • Log all client interactions, internal handoffs, and resolutions to ensure a complete and auditable account history • Generate standard CS reports and dashboards from Salesforce, Looker, and Monday.com to support weekly reviews and leadership updates • Flag data gaps or inconsistencies in account records and drive cleanup efforts across the team's book of business • Document all coordination workflows, follow-up cadences, meeting prep routines, and recurring task patterns in a structured, reusable format in Confluence • Build and maintain an operational playbook for the CS team that captures how strategic accounts are managed day-to-day • Identify patterns in recurring tasks and proactively flag opportunities for process improvement, templating, or automation
Job Requirements
- 2–4 years of experience in a client associate, customer success coordinator, project coordinator, account management support, or executive support role
- Hands-on experience with Salesforce
- Proficiency with CRM, project and task management tools, and wiki-knowledge based tools for document capture: Monday.com, Jira, Salesforce, Confluence, Google Workspace, or equivalent
- Exceptionally organized with the ability to manage multiple high-priority workstreams simultaneously
- Proactive, clear communicator—written and verbal—who surfaces the right information at the right time without being asked
- Comfortable operating independently in a fast-paced environment and making sound judgment calls with limited hand-holding.
- Prior experience supporting a senior leader in a client-facing B2B environment (Customer Success, Account Management, Consulting, or Professional Services)
- Familiarity with enterprise client dynamics—understanding of stakeholder mapping, executive relationships, and renewal cycles
- Experience writing SOPs, process documentation, or runbooks
- Interest in AI and process automation—curiosity about how operational work today becomes the foundation for intelligent systems tomorrow
Benefits
- Wheel is committed to equal employment opportunities for all team members. Every decision we make regarding employment is solely based on merit, competence, and performance. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
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